Wealth Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required)

Citi; Chicago (IL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) and life insurance

Paid time off and wellness programs

Job summary

Citi is seeking an experienced financial planner in Chicago, Illinois, to enhance relationships with affluent clients. This role involves identifying client needs, providing tailored financial solutions, and ensuring compliance with all regulations.

The ideal candidate will have 5-8 years of experience, strong analytical skills, and proficiency in financial planning tools like NaviPlan Select. Competitive benefits are offered, including health coverage and 401(k).

Qualifications

• 5-8 years of experience in financial planning or a related field.
• Current Registration for FINRA series 6, 63, and 65 required.
• Insurance group 1 must be obtained within 120 days if not currently held.

Responsibilities

• Identify and build relationships to gain wallet share of affluent clients.
• Offer financial solutions based on client needs and goals.
• Provide regular engagement through meetings and communication.
• Source and expand high value customer relationships.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Self-starter, problem solver, and goal-oriented

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select or similar financial planning software

Job description

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.


• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.


• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.


• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.


• Master referral opportunities to grow portfolio.


• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.


• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)


• Organize client events to enhance client bonding.


• Acquire new clients through converting referral leads.


• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.


• Ensure that KYC/AML and other compliance norms are strictly adhered to.


• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.


• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 5-8 years of experience


• Strong analytical and financial skills


• Strong verbal and written communication skills


• Organized with strong attention to detail


• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred


• Basic understanding of investment and financial planning strategies preferred


• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction


• US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply.


• Insurance group 1 required; will give 120 days to obtain if not already held.


• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (\"Registry\") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education

• Bachelor's/University degree or equivalent experience

Benefits

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental and vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Equal Employment Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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